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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,812 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $17,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,540 | $52,967-2.7% | $172,753-70.2% | $65,186-20.9% |
| Participation rate | 87.0% | 66.2%+20.8pp | 82.6%+4.3pp | 70.2%+16.8pp |
| Annual return | 22.83% | 30.12%-7.3pp | 803.00%-780.2pp | 29.39%-6.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,583 | $2,471+45.0% | $5,198-31.1% | $3,514+2.0% |
| Admin fee / account holder | $300 | $472-36.4% | $13,956-97.8% | $847-64.5% |